Kingsview Wealth Management, LLC
Holdings in REFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $135,008 | 103,060 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $227,743 | 143,235 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $259,776 | 158,400 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $201,095 | 177,961 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $17,100 | 10,000 | Shares | Sole | 2025-01-28 |
| 2024-12-31 | $310,905 | 181,816 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $423,655 | 193,450 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $272,412 | 148,050 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $107,725 | 82,866 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $14,509 | 14,366 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $15,904 | 14,726 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $37,601 | 23,501 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $49,591 | 29,001 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $54,436 | 28,501 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $75,617 | 35,501 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $62,641 | 36,001 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $69,121 | 36,001 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $64,071 | 37,251 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $106,882 | 41,751 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $111,036 | 46,851 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $129,080 | 45,451 | Shares | Sole | 2021-05-24 |
| 2020-12-31 | $92,100 | 32,776 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $112,795 | 41,776 | Shares | Sole | 2020-11-19 |
| 2020-06-30 | $185,850 | 45,776 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $107,115 | 45,776 | Shares | Sole | 2020-05-11 |